Sr. Placement Manager
达信保险经纪有限公司ShanghaiUpdate time: July 13,2019
Job Description
上海市 浦东新区

  • Prepares spreadsheets and other documents on time to support analysis of Marsh accounts
  • With supervision, assists Placement colleagues to prepare market analysis, insurance summaries etc. for supporting client facing brokers
  • Should be familiar with various IT systems which related to billing or account handing
  • Follows up bad debt and outstanding reports every month, and remind & assist Placement colleagues to clean
  • Reviewing existing client insurance and risk programs.
  • Reviews coverage specifications and policy wording to be submitted to carriers/underwriters for accuracy
  • Obtains rates from insurers
  • Prepares and maintains insurance comparison table
  • Delivers submission to carrier/market
  • Builds and maintains relationships with underwriters and peers.
  • Requests and oversees follow-up for changes from underwriters.
  • Schedules carrier/market presentations
  • Monitors the renewal and binder control system
  • Checks draft & final policies and endorsements

  • Maintains carrier/market contact at appropriate levels needed to execute effectively and assist the Placement Manager
  • Maintains contact and relationships with Client Team to effectively service client needs
  • Communicates with international network if necessary on Overseas placement
  • Understands and complies with Marsh Compliance and Transparency Standards

Requirements:


  • Has basic understanding & knowledge of Non-Life insurance, with 5 years related working experience.

  • Good communication and English skills

  • Good team work sprit and good at various internal reports & numerical analysis

  • Bachelor or above



职能类别: 保险经纪人/保险代理

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上班地址:上海浦东新区陆家嘴环路1000号恒生银行30楼022室

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